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  1. Confirming with customer their install.
  2. Planning installer capacity requirements.
  3. Installers pay in and job completion including reworks
  4. Partial/Progressive job update.
  5. Dispatch planning.
Option Tabs

Filter Your Search

  • Search by customer or Order Number
  • Enter Date Range to be processed.
  • Select by Installation Date or Pickup/Dispatch date if Installers don’t pickup every day.
  • Aged Balances is used where Installers collect order balance.
  • Select Installer: How much work does George have on?
  • Select Installation Status: Are all installs tomorrow Final Confirmed?
  • Select Installation Types: See what Check Measures need to be done.
  • Select Branch: Only want installs in one area.
  • Select Production Status: What is not made for tomorrow’s installations?

 

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Detail Tab

Detailed:The top grid shows the installs for the options selected

Summary

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:This shows each installer and in units and minutes the quantity of work for each of the Install Status.

Order Summary

:This shows by order when the install is due.

 

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Pay In

 

Documents

Email sent from Dispatch shouldn't be sent to customers as the email templates wont fill in the place holder information.

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